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WKU INFOVIEW
A Web Reporting Tool at WKU
WKU INFOVIEW
◦ You will login to InfoView with your NetID and password.
NetID
NetID Password
Select Windows AD
◦ When logged in, the InfoView home page should display – with the Documents tab appearing
as the home page or others as listed based on your settings. Everyone should see Public Folders
– this folder will show all folders you have access too.
◦ All Faculty/Staff employees will have access to the WKU Campus Community folder once they have been
activated in HR.
◦ You must be granted access to any secure folders by contacting WKU ITS Security & Identity
Management.
◦ The Documents tab should be the defaulted tab that appears when you access InfoView.
◦ This is changed by going to Preferences in the top right and selecting how you wish to view
your start page.
◦ The Documents box will contain:
◦ My Favorites
◦ Inbox
◦ My Alerts
◦ Subscribed Alerts
◦ Personal Categories(which is not used)
◦ The Folder box will contain:
◦ Public Folders
◦ Student Folders
◦ Please note, this contains departmental folders
that are secure.
◦ Without access to a specific folder, this folder
will not be shown.
◦ WKU Campus Community
◦ The Search box allows you to search by
report name or detail
◦ The Home tab has two blocks of information that you may use.
◦ My Recently Viewed Documents
◦ My Recently Run Documents
◦ The other three blocks of information will not be used often
◦ The Navigation Tool will contain:
◦ View Link (opens the Prompts form)
◦ Properties Link (gives the title of Report and Description of what the report should contain)
◦ Date the Report was created and last modification
◦ The New Menu Link:
◦ Allows you to add folders if you use the My Favorites function
◦ You will not use any of the other links under this menu
◦ The Organize Menu (when a report is highlighted) will allow you to create a shortcut in My
Favorites, Copy Shortcut, Paste Shortcut, and Delete.
◦ Never delete anything delivered by ITS.
◦ Only delete what you have created or generated.
◦ The Send Menu may be used by the campus community but will only be the email function.
◦ The More Actions menu will use the schedule and history function.
◦ You will not use the:
◦ Mobile Properties
◦ Categories
◦ Some areas will be able to use the Document Link
◦ The Details Menu will display a summary of the report information
◦ When selected it will open a panel to the right of the form displaying the information
◦ You schedule reports by:
◦ Finding the folder that contains the report you want to schedule.
◦ Select the report by doing a right click on the report title and selecting Schedule
◦ Select the Prompts function on the left side
◦ Edit the Values of the Prompts and return to the Prompts Page
◦ Click Schedule in the bottom right corner
◦ Once you run a report, the History page will come up showing the instances the report has been
ran.
◦ The status will be pending until it finishes processing, then will go to Success or Failed
◦ If needed, you may refresh the report
◦ Changing the format of a report:
◦ Most are created in Crystal Report
◦ When in the Schedule report function, you will click on the Formats on the left side
◦ The menu drops down to list report types available
◦ Make sure your prompts are complete before clicking the Schedule in the bottom right
◦ To view the History of a report:
◦ Highlight the report title
◦ Right click on the report
◦ In the menu, select History
◦ You will see a list of the report instances ran, who ran the report, as
well as any prompts used
◦ Helpful List of College and Department Codes
◦ Colleges:
◦ Departments:
Additional Information:
◦ Additional information may be found in the InfoView manual located in this training or by
visiting:
◦ https://www.wku.edu/its/infoview/
◦ Please contact WKU ITS Security & Identity Management for further questions
Jennifer Robbins, 270-745-8812
JRH 241
Jennifer.robbins@wku.edu
Mary Nunn, 270-745-4196
JRH 240
Mary.nunn@wku.edu

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Wku infoview.pptx

  • 1. WKU INFOVIEW A Web Reporting Tool at WKU
  • 2. WKU INFOVIEW ◦ You will login to InfoView with your NetID and password. NetID NetID Password Select Windows AD
  • 3. ◦ When logged in, the InfoView home page should display – with the Documents tab appearing as the home page or others as listed based on your settings. Everyone should see Public Folders – this folder will show all folders you have access too. ◦ All Faculty/Staff employees will have access to the WKU Campus Community folder once they have been activated in HR. ◦ You must be granted access to any secure folders by contacting WKU ITS Security & Identity Management.
  • 4. ◦ The Documents tab should be the defaulted tab that appears when you access InfoView. ◦ This is changed by going to Preferences in the top right and selecting how you wish to view your start page.
  • 5. ◦ The Documents box will contain: ◦ My Favorites ◦ Inbox ◦ My Alerts ◦ Subscribed Alerts ◦ Personal Categories(which is not used) ◦ The Folder box will contain: ◦ Public Folders ◦ Student Folders ◦ Please note, this contains departmental folders that are secure. ◦ Without access to a specific folder, this folder will not be shown. ◦ WKU Campus Community ◦ The Search box allows you to search by report name or detail
  • 6. ◦ The Home tab has two blocks of information that you may use. ◦ My Recently Viewed Documents ◦ My Recently Run Documents ◦ The other three blocks of information will not be used often
  • 7. ◦ The Navigation Tool will contain: ◦ View Link (opens the Prompts form) ◦ Properties Link (gives the title of Report and Description of what the report should contain) ◦ Date the Report was created and last modification ◦ The New Menu Link: ◦ Allows you to add folders if you use the My Favorites function ◦ You will not use any of the other links under this menu
  • 8. ◦ The Organize Menu (when a report is highlighted) will allow you to create a shortcut in My Favorites, Copy Shortcut, Paste Shortcut, and Delete. ◦ Never delete anything delivered by ITS. ◦ Only delete what you have created or generated. ◦ The Send Menu may be used by the campus community but will only be the email function.
  • 9. ◦ The More Actions menu will use the schedule and history function. ◦ You will not use the: ◦ Mobile Properties ◦ Categories ◦ Some areas will be able to use the Document Link ◦ The Details Menu will display a summary of the report information ◦ When selected it will open a panel to the right of the form displaying the information
  • 10. ◦ You schedule reports by: ◦ Finding the folder that contains the report you want to schedule. ◦ Select the report by doing a right click on the report title and selecting Schedule
  • 11. ◦ Select the Prompts function on the left side ◦ Edit the Values of the Prompts and return to the Prompts Page ◦ Click Schedule in the bottom right corner
  • 12. ◦ Once you run a report, the History page will come up showing the instances the report has been ran. ◦ The status will be pending until it finishes processing, then will go to Success or Failed ◦ If needed, you may refresh the report
  • 13. ◦ Changing the format of a report: ◦ Most are created in Crystal Report ◦ When in the Schedule report function, you will click on the Formats on the left side ◦ The menu drops down to list report types available ◦ Make sure your prompts are complete before clicking the Schedule in the bottom right
  • 14. ◦ To view the History of a report: ◦ Highlight the report title ◦ Right click on the report ◦ In the menu, select History ◦ You will see a list of the report instances ran, who ran the report, as well as any prompts used
  • 15. ◦ Helpful List of College and Department Codes ◦ Colleges:
  • 17. Additional Information: ◦ Additional information may be found in the InfoView manual located in this training or by visiting: ◦ https://www.wku.edu/its/infoview/ ◦ Please contact WKU ITS Security & Identity Management for further questions Jennifer Robbins, 270-745-8812 JRH 241 Jennifer.robbins@wku.edu Mary Nunn, 270-745-4196 JRH 240 Mary.nunn@wku.edu